Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,512,426,564,02Notation au 31/08/2025 : 47 / 10010/09/25
Carmignac Pf Flexible Bond A EUR Acc4,015,3917,809,25Notation au 31/08/2025 : 71 / 10011/09/25
Carmignac Patrimoine E EUR Acc9,8111,8022,1612,78Notation au 31/08/2025 : 71 / 10011/09/25
Invesco Global Flex Bond E Acc EUR-8,13-6,151,988,50Notation au 31/08/2025 : 39 / 10012/09/25
Sistema Anima Europa A10,9610,0426,7050,52Notation au 31/08/2025 : 63 / 10011/09/25
Franklin Diversified Dynamic N Acc EUR-0,125,2615,6939,74Notation au 31/08/2025 : 46 / 10011/09/25
Amundi Abs Ret Global Opp Bond E2 EUR C1,991,973,00-3,63Notation au 31/08/2025 : 20 / 10011/09/25
SISF US Large Cap A Acc USD2,3918,4949,24117,04Notation au 31/08/2025 : 82 / 10011/09/25
Invesco Euro Ultra-Short Term Debt E Acc1,692,718,986,53Notation au 31/08/2025 : 45 / 10012/09/25
Carmignac Court Terme A EUR Acc1,422,328,647,43Notation au 31/08/2025 : 72 / 10011/09/25
DNCA Invest Eurose B EUR6,496,6920,0228,25Notation au 31/08/2025 : 59 / 10011/09/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



domenica 14 settembre 2025
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